CHARLOTTE, NC
Allocation by class
Portfolio Concentration
Top 3 weight
13.6%
Top 10 weight
31.4%
Voting Authority Distribution
Total shares with voting rights: 1.11M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.11M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GLOBAL X FDSSOLE | 1-3 MONTH T-BILL | 80.42K | SH | $8.07M 5.86% | 0.00 | 0.00 | 80.42K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 8.00 | SH | $5.75M 4.17% | 0.00 | 0.00 | 8.00 |
JPMORGAN CHASE & CO.SOLE | COM | 16.89K | SH | $4.97M 3.61% | 0.00 | 0.00 | 16.89K |
APPLE INCSOLE | COM | 19.52K | SH | $4.95M 3.60% | 0.00 | 0.00 | 19.52K |
ALPHABET INCSOLE | CAP STK CL A | 13.48K | SH | $3.88M 2.81% | 0.00 | 0.00 | 13.48K |
NVIDIA CORPORATIONSOLE | COM | 21.64K | SH | $3.77M 2.74% | 0.00 | 0.00 | 21.64K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 5.70K | SH | $3.40M 2.47% | 0.00 | 0.00 | 5.70K |
GOLDMAN SACHS GROUP INCSOLE | COM | 3.49K | SH | $2.95M 2.14% | 0.00 | 0.00 | 3.49K |
ABBVIE INCSOLE | COM | 13.01K | SH | $2.83M 2.05% | 0.00 | 0.00 | 13.01K |
BROADCOM INCSOLE | COM | 8.87K | SH | $2.75M 1.99% | 0.00 | 0.00 | 8.87K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 5.59K | SH | $2.44M 1.77% | 0.00 | 0.00 | 5.59K |
MICROSOFT CORPSOLE | COM | 6.19K | SH | $2.29M 1.66% | 0.00 | 0.00 | 6.19K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 3.45K | SH | $2.24M 1.63% | 0.00 | 0.00 | 3.45K |
HOME DEPOT INCSOLE | COM | 6.35K | SH | $2.09M 1.52% | 0.00 | 0.00 | 6.35K |
JOHNSON & JOHNSONSOLE | COM | 7.99K | SH | $1.95M 1.42% | 0.00 | 0.00 | 7.99K |
VANECK ETF TRUSTSOLE | OIL SERVICES ETF | 4.65K | SH | $1.88M 1.36% | 0.00 | 0.00 | 4.65K |
VISA INCSOLE | COM CL A | 5.93K | SH | $1.79M 1.30% | 0.00 | 0.00 | 5.93K |
EMERSON ELEC COSOLE | COM | 13.07K | SH | $1.71M 1.24% | 0.00 | 0.00 | 13.07K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 12K | SH | $1.66M 1.20% | 0.00 | 0.00 | 12K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 5.12K | SH | $1.64M 1.19% | 0.00 | 0.00 | 5.12K |
CHEVRON CORP NEWSOLE | COM | 7.58K | SH | $1.57M 1.14% | 0.00 | 0.00 | 7.58K |
WALMART INCSOLE | COM | 12.53K | SH | $1.56M 1.13% | 0.00 | 0.00 | 12.53K |
META PLATFORMS INCSOLE | CL A | 2.58K | SH | $1.48M 1.07% | 0.00 | 0.00 | 2.58K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 6.81K | SH | $1.45M 1.06% | 0.00 | 0.00 | 6.81K |
AMPLIFY ETF TRSOLE | CWP ENHANCED DIV | 30.95K | SH | $1.39M 1.01% | 0.00 | 0.00 | 30.95K |